Results for “investment-report”

Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis.

Monthly P&L, cashflow forecast, runway calculation, and top movers. Investor-ready Gamma deck plus Slack summary, archived to Notion. Runs monthly on a 1st-of-month cron schedule.

Researches VC funds and partners, providing thesis matching, portfolio analysis, and approach strategy for outreach.

Generates investor outreach emails and monthly updates with templates for warm intros, cold outreach, follow-ups, and a Day 5/10/21 cadence.

Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.

Structure board meetings, investor updates, and executive communication that builds trust and drives decisions.

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials that stay internally consistent across multiple assets.

Access Pilt fundraising data including investor matches, campaign stats, outreach events, and deck analysis.

Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.

Build board and investor update decks with structured narratives, metrics dashboards, and C-suite perspectives for board meetings, quarterly reviews, and fundraising.

Get cryptocurrency market data. Get Binance AI analysis report. Get blockchain news updates.

Turn raw revenue data into a weekly or monthly wrap-up that drives action, not another dashboard screenshot. Position vs plan, what moved, the risks worth naming, and the specific next moves. Built for B2B revenue teams, customizable to your data and your cadence. Trigger on "write the revenue report", "how did we do this month", "revenue wrap-up", "are we on plan", "monthly number", or any revenue-recap request.

进行市场研究、竞争分析、投资者尽职调查和行业情报，附带来源归属和决策导向的摘要。适用于用户需要市场规模、竞争对手比较、基金研究、技术扫描或为商业决策提供信息的研究时。

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

Record buy rationale and structured sell conditions for stock positions, with automatic monitoring to detect when exit triggers fire.

Synthesize market breadth, regime, and flow signals into a unified capital commitment recommendation with exposure ceiling, bias, and action guidance.

roi reference tool

Analyzes earnings-season implied volatility: historical IV crush, implied move forecast, IV Rank strategy tag, and a priced Iron Condor quote ready to trade.

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Vulnerability Report

Audit economic analysis outputs (fiscal briefings, macro briefings, market research, longlists, and other quantitative economic documents) against methodology standards, academic literature, and common errors. Runs structured checks across core categories including counterfactual, additionality, discounting, double counting, distributional analysis, Aqua Book RIGOUR, and Flyvbjerg-style strategic misrepresentation detection. Returns a RAG scorecard with issues ranked by severity.

Conducts market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries.

Write grant reports with progress, financials, and outcomes. TRIGGERS - Use when user needs help with grant-report related tasks.

Crafts concise, specific investor emails—outreach, warm intros, follow-ups, updates, and closing notes—with a clear single ask and strong proof points.

Professional US stock analysis with financial data, news, social sentiment, and multi-model AI. Comprehensive reports at $0.02-0.10 per analysis. Use when: the user needs market data, stock analysis, watchlists, or portfolio workflows.

Generate an XLSX inventory report with stock levels, reorder points, unit costs, and total value formulas for purchasing teams.

根据研究者提供的**研究计划书（Research Proposal）**执行基于**外国（美国/欧盟/英国/日本/跨国）制度环境**的公司金融类实证研究全流程。**启动后第一件事：根据计划书的主题、识别策略、贡献边际与样本范围，从外国 CF 顶刊池（AER/QJE/JPE/JF/JFE/RFS/JFQA/JAR/JAE/MS/JCF/JBF 等 25+ 期刊）中推荐 5 本最匹配的目标期刊（[J1]–[J5]），等待研究者明确选定一本；该期刊决定 main.tex 的 bibliographystyle、Section 骨架、Introduction 风格与表注规范**。然后用 Python 完成数据清洗、描述性统计、基准回归、内生性检验（IV/2SLS、DML）、平行趋势、异质性、机制、稳健性检验与图表绘制。LaTeX 表格和图像严格遵循 template/ 示例格式，研究逻辑与排版严格遵循 rule/ 下的《通用实证研究逻辑与规范总结》与《回归表写作规范总结》。数据集与政策集从 asset/ 中按计划书中的关键词检索（WRDS / NBER/Fed releases / FRED / 全球宏观库）。**当计划书预期的实证结果无法实现时（系数不显著、平行趋势不通过、IV 弱工具、机制不成立等），skill 自动切换备选方案直至完成研究项目**。最终交付物：Python 代码 + LaTeX 表格 + 图像（.pdf/.png）。触发条件：研究者提交研究计划书（含 X→Y 假设、识别策略、样本、政策冲击等）。

Renders Markdown, HTML, or PDF paid-advertising reports from a validated Claude Ads JSON run bundle.

Token budget analytics and ROI scoring for AI agent actions. Track token cost per fix, detect wasteful loops, auto-route to fast tier when burn rate is too high. Integrates with token-budget-guard.sh hook. Triggered by /cost-report, "how much did that cost", "token usage", "am I wasting tokens".

AI CFO briefings from QuickBooks exports, burn/runway, scenario modeling, and build-cost estimates. Use for CFO briefing, runway analysis, or development cost estimates.

Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.